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Financial Planet Poll: How frequently are you faced with cross-border issues?

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The Future of Financial Planning Across Borders is Already Here

Jeff Kenney, FPSB Director of Certification and StandardsJeffrey F. Kenney, FPSB Ltd. Director of Standards and Certification

The future of financial planning will be global and for many professionals it already is. To address the wants and needs of financial planners and their clients now and in the future, the Financial Planning Standards Board Ltd. (FPSB) has begun to develop a model that would allow CFP professionals to become certified in more than one territory using a standardized process.

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Point/Counterpoint: What Should the Regulatory Requirements Be for Financial Planners Expanding into New Territories?

Lovaii Navlakhi, CFPShould financial planners expanding their practice into new territories be required to meet all certification and regulatory requirements in the new territory, or should they be allowed to practice based on compliance with certification and regulatory requirements in their home territory?

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Global Financial Planning Needs Practice Knowledge

By Taylor Liao, CFP

The financial crisis of 2008 changed the economic world, as well as the market situation of the financial planning profession. Some of the outcomes from the financial crisis were positive although most were negative, such as the general decrease of wealth that was experienced by the majority of the public.

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